The operations innovation company transforming how companies are built and run.

- Promoted to run all Global Sales for Databook overseeing 3 RVP's- Refining GTM Strategy- Setting Comp Plans for entire Sales Organization- Building Sales Tech Stack to scale and grow the business- Responsible with presenting sales numbers quarterly to the Board- Meeting with Advisors and Board Members regularly to continue refining GTM strategy

- Front Line Sales Manager running a team of 5- 220% of quota attainment- Grew ARR company ARR from $9.5M to $21M- Responsible for the largest deal (High 7 figures ARR) in the company for the 2nd year in a row- #1 in the company out of 3 Sales Leaders- Developed Alliance & Partner Ecosystem- Coached team through MEDDPICC / Challenger / Force Management methodologies- Strategic Accounts were categorized as Fortune 500 organizations

- 9th employee tasked with developing a market for Databook- Grew Databook from <$1M ARR to over $9.5M in ARR- New Logos Acquired: Microsoft, Celonis, ServiceNow, SAP, Grant Thornton, Zscaler- Quota attainment FY21 259%- #1 Producer in the company- Largest deal in company history mid 7 figures with Fortune 50 company

- 108% Cumulative quota achievement- Large Enterprise deals at Fifth Third Bank, American Family Insurance, PNC, KeyBank, OneAmerica, FNB, Huntington Bank, First Financial Bank, Banorte, CitiBanamex, ScotiaBank Mexico- Established a Yext footprint in the Mexico market- Developed channel partners (IBM, Ganem (Digital Agency))in Mexico to enable the sale of Yext's solutions

- 117% quota attainment- Enterprise deals at PNC, Prudential, Navy Federal, Vanguard- Aligned with large SI's (Tata Consultancy (TCS), Infosys, Cognizant) to develop a comprehensive mobile development strategy for our clients

- Sold 6 / 7 figure software deals and developed Social Media Strategies / Management across some of the largest Global Enterprise CPG companies in the world; Proctor & Gamble (P&G) and Hershey- Built out the social media portfolio of Blue Cross Blue Shield Associations across North America; HCSC, Highmark, Florida Blue, BCBS of Tennessee- Delivered 6 / 7 figure deals across a variety of other enterprise accounts; American Electric Power (AEP) Rite Aid, American Eagle, Dicks Sporting Goods, GNC, Nationwide, KeyBank- Cumulative quota attainment 91%- Developed joint strategic pursuits with Microsoft in the region

- Delivered 6 / 7 figure land and expand opportunties contributing to the top producing region in North America- Cumulative quota attainment 93%- Grew the Jive footprint of Fortune 1000 organizations in Pennsylvania, Upstate NY and Canada; Mylan, PNC, Carestream Health, MedExpress, Dick's Sporting Goods, Canadian Tire, TD Bank, Desjardins, RBC- Grew and built the partner ecosystem with technology partners like Cisco, and SI's like Deloitte & Wipro across the region to drive maturation of Jive's solutions across the entire enterprise.

- Joined the newly formed Service CRM Team- Landed & grew Fortune 500 Enterprise pursuits across Pennsylvania & Ohio- Tasked with collaborating across a large extended team on complex multi-tenant solutions at American Eagle, Diebold, & Travel Centers of America

- 7th Employee, joined when the business was <$1M in ARR. - Helped grow the business from <$1M in ARR to $3M+ in ARR- Worked directly with the Founder, CEO, and Board to develop Sales & GTM Strategy- Developed customers within the largest Mortgage & Title Companies in the country: Wells Fargo, Franklin Mortgage, Primary Residential, Old Republic, First National Title, Loan Depot- Responsible for creating Sales Process and Messaging

- Help grow the business from $50M+ to $71M+ in ARR- Managed Team of 7 New Client Sales Reps Globally- Achieved the most "Net New Logos" in company history- Built out New Client Sales Team- Established GTM strategy- Created a presence and drove expansion into new markets in EMEA & APJ- Worked with the largest global financial institutions in the world- Secured 7 figure enterprise deals at; ING, UBS, State Street Bank, Citi, HSBC, BNY Mellon, Barclays

- Helped grow the business from $26M - $50M+ in ARR- Build and managed a 5 person New Client Sales Team within North America- Team achieved 117% of quota- Responsible for expanding, bringing awareness, and driving business into the Canadian Financial Services Market; Bank of Montreal, Dynamic Funds, CIBC, RBC- Developed our offshore presence in the Cayman Islands working with the offshore operations of the largest financial institutions in the world like UBS, Fortis, CIBC, Citi, Butterfield Fulcrum Bank, State Street

- 47th employee, helped grow the business from <$10M to $26M in ARR- Drove new client acquisition - Achieved 167% of Quota- Closed high 6, low 7 figure deals at accounts like; ALPS Fund services, Security Benefit, UMB Fund Services, Great West Life, Bisys Fund Services, UMB Fund Services, Federated Investors, US Bank, Thrivent Financial, Security Benefit, ALPS Fund Services- Covered territories within the Midwest and Western regions of the United States

- Started as 6th employee and grew the business from <$300K ARR to $19M ARR- Built GTM strategy- Created Channel Sales Program- Responsible for developing awareness in the Mid-Tier/Enterprise level accounting space with experience in MAS 90/200/500, Microsoft Great Plains, ACCPAC- Established relationships with over 600 accounting software consultants to resell our EDI platform. - Managed 3 Sales Representatives- Achieved 187% of quota

- Gathered assets through Referrals, Networking, & Cold Calling - Built Relationships with Clients through Direct Contact- Managed Accounts through Asset Allocation & Diversification

- Worked Directly with Institutional Investment Advisors- Traded Stocks, Bonds, Repurchase Agreements, Foreign Exchanges, & Currency Movements